April 2026: Release Notes

Platform Release Notes: April 2026. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Updated: New Quick Profile Components

Healthie's Quick Profile has been upgraded with new clinical data access when they need it the most.

What's new:

• More clinical data, right where you need it: Org owners choose from Medications, Labs, Diagnoses, and Allergies components via Settings > Client Profile > Quick Profile.
• Your layout, your way: Add, remove, and reorder components to match your team's clinical workflow (all four new components default to inactive).
• Built for performance: Components load asynchronously so your Quick Profile stays fast, even with multiple sections enabled.

This update helps providers spend less time navigating and more time focused on patient care.

👉  Learn more: Quick Profile & Quick Notes

New: Client Restrictions for Enhanced Privacy Controls

We’ve introduced Client Restrictions to give organizations greater control over sensitive client records. When enabled, users outside of a client’s Care Team must provide a reason before accessing the client’s information. These access attempts are logged in detailed reports, helping your team monitor usage and meet compliance needs.

👉 Learn more: Client Restrictions: Control and Audit Client Access

Updated: E-Labs Direct Now Reflects Cancelled Order Status

Lab orders placed through E-Labs Direct that are cancelled will now display a Cancelled status in Healthie. This update ensures providers have a complete view of every lab order's lifecycle, including cancellations. No action is required; status updates sync automatically.

👉 Learn more: E-Labs Direct: View Lab Results in Healthie

Update: Improved Visibility of Results vs. Status in Labs Dashboard

The Labs Dashboard has been updated to display lab order status and lab result status as two separate, distinct columns — making it easier to understand the state of a lab order and its result at a glance.

Previously, order status and result status were combined into a single view, which could make it difficult to distinguish between a completed order and a critical result. With this update, each signal is independently visible, sortable, and — for order status — filterable.

What’s new:

• Separate columns for Lab Order Status and Lab Result Status in the Labs Dashboard
• All three columns (Description, Lab Order Status, Lab Result Status) are independently sortable
• Lab Order Status is independently filterable for faster triage

No action is required, the updated layout is available automatically.

👉 Learn more: E-Labs: View Lab Results in Healthie

New: Appointment Request Metrics Dashboard

Appointment Requests metrics are now available in the Visualize tab. With the launch of the Appointment Request Metrics Dashboard, practices have a dedicated space to see exactly how their scheduling pipeline is performing - from first request to first appointment.

• Time to first appointment: Measure the time between request submission and the scheduled date/time of a client's first appointment - your clearest indicator of client access and practice capacity.
• Time to close: Track how long appointment requests stay open before being marked done - a direct measure of team efficiency and pipeline throughput.
• Closure outcome rate: See what percentage of requests close with a booked appointment versus without, to understand client fit and whether capacity is meeting demand.

This dashboard gives your team the insights to schedule smarter, respond faster, and ensure no client request goes unaddressed.

👉 Learn more in our Help Guide

New: Secondary Claim Creation via API (Claim.MD Integration)

Healthie now supports secondary insurance claim creation and electronic submission for API customers using the Claim.MD integration. This update closes a major gap in the insurance billing lifecycle — providers no longer need to manage secondary claims manually in external portals or via paper.

• Designate payer order: Flag claims as Primary or Secondary using the new payer_order          field in createCms1500          and updateCms1500          mutations.
• Store COB data: Capture Other Payer subscriber information (EDI Loop 2320) and claim- and line-level primary payer adjudication data (EDI Loop 2430) directly on the claim.
• Submit electronically: Secondary claims with complete COB data are transmitted to Claim.MD using the existing submission workflow, with full error logging and status tracking.
• Built-in validation: Required COB fields are enforced before submission, preventing duplicate or incomplete claims from reaching the clearinghouse.

API customers with an active Claim.MD connection can now handle the full primary-to-secondary billing lifecycle programmatically — reducing rejections, accelerating reimbursement, and keeping billing workflows inside Healthie.

👉 Learn more in this Help Guide

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address them for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.

• Updated: Insurance Billing Checkbox Now Consistently Visible. When your organization has "Enable insurance billing" turned on, the Insurance Billing checkbox now reliably appears on all eligible individual appointments - no longer dependent on CMS 1500 auto-creation settings being active. No action is needed; the updated behavior takes effect automatically based on your existing account configuration.

API Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

Past & Planned Updates

• View all updates from last month here. 
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.